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4970 Rocklin Road Suite 200, Rocklin, CA 95677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-08-09 |
| UT | RA | APPROVED | 2008-12-11 |
| CA | RA | APPROVED | 2008-09-19 |
Branch Locations
4970 Rocklin Road Suite 200, Rocklin, CA 95677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Oak Securities | Loomis | CA | 09/2008 | 10/2021 |
| Rwwm, Inc. Roseman Wagner Wealth Management | Loomis | CA | 09/2008 | Present |
ROSEMAN WAGNER WEALTH MANAGEMENT. INVESTMENT ADVISOR SERVICES. FULL TIME. FEE BASED ADVISOR. SECURITIES RELATED. 40 HOURS PER WEEK. BEGAIN DOING BUSINESS ON 10/2008. ROSEMAN WAGNER PARTNERS LP. SECURITIES RELATED. 2 HOURS PER WEEK. 4970 ROCKLIN ROAD, SUITE 200 ROCKLIN, CA 95677. PAID FROM PROFITS. ACTIVITY BEGAN ON 08/31/2012 OWNS LAND AND RENTAL PROPERTY. CASA DOS VISTAS MA SRL. PUNTARENAS, COSTA RICA. MANAGER. START DATE 10/14/24. OWNERSHIP 100%. TIME SPENT 1HR ROSEMAN WAGNER GP, LLC - ACTS AS GP FOR THE ROSEMAN WAGNER PARTNERS, LP. 0 HOURS SPENT. ROSEMAN WAGNER PROPERTIES, LLC. NON-INVESTMENT RELATED. 0 HOURS OF ACTIVITY. STARTED 03/2015 RENTAL PROPERTIES - DONE BY PROPERTY MANAGER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-11 |
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